Build Financial Trust and Transparency with

Financial Reporting and Assurance Services

Get accurate, reliable financial reporting that builds trust with lenders, simplifies audits, and supports your business growth.

Struggling to Simplify Audits or Make Data-Driven Decisions?

Do you struggle to make data-driven decisions due to incomplete or unclear financial reports? Without reliable financial reporting, preparing for audits, monitoring your company’s financial health, or making smart decisions that ensure long-term stability is difficult. Stakeholders, lenders, and management need accurate and timely information to trust your financial position and plan for the future.

Finding trustworthy financial reporting and assurance services is critical if you need assistance with higher-level accounting tasks like audited financial statements.

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Need third-party financial statement assurance for your business?

Need accurate financial statements for making smart decisions and improving business health?

Require audited financial statements for bankers or compliance purposes?

Reliable Reporting. Simplified Audits. Transparent Growth.

Geri Wood and her team deliver financial reporting and assurance services tailored to small and medium businesses. With expertise and dedication to precision, we ensure your financial reporting is accurate, understandable, and ready to meet the expectations of lenders, investors, and auditors. Whether you need assistance preparing for an audit or improving internal reporting for better decision-making, we deliver precise and transparent solutions tailored to your needs.

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Support Better Decision-Making:

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Gain valuable insights into your financial health, allowing management to make smart, strategic decisions for the company’s future.

Ensure Data
Accuracy:

Document icon within a circle outline, representing data accuracy, secure workflows, and precise validation in financial reporting and assurance services.

Simplify data management and eliminate human errors with robust access controls, efficient workflows, and precise
validation rules.

Simplify Audit Preparation:

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We analyze your financial statements to ensure they are accurate, complete, and ready
for audits—giving you peace of mind.

Enhance Business Credibility

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From compiled financial statements to comprehensive financial audit services, we
help you gain trust with key stakeholders.

A Simple Path to Financial Stability and Growth

Financial reporting should do more than meet compliance requirements—it should empower your business to make smarter decisions, confidently navigate audits, and share a clear snapshot of financial health with stakeholders.

1

Connect with Our
Experts

Schedule a free consultation to
discuss your financial reporting needs, whether it's assurance and financial reporting services or full audit support.

2

Receive Accurate Financial Statements

Through our expert guidance, you’ll
have accurate, timely, and comprehensive financial reporting at
your fingertips—giving your leadership team the tools to make smart, data-driven decisions.

3

Achieve Confidence in
Your Numbers

From preparing for audits to communicating your financial position to investors or management, we ensure your financial reports are reliable, transparent, and easy to understand.

Why Choose Geri Wood for Your Financial Reporting Needs?

Geri and her team understand that financial reporting can be daunting, especially when navigating complex regulations or preparing for audits. We make the process stress-free, delivering precise, straightforward, and transparent financial reporting that speaks directly to stakeholders like investors and lenders. We simplify the process so management always has a clear snapshot of the organization’s financial health, enabling smarter decisions and reducing stress during audits.

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Take the First Step Toward Financial Stability

Don’t let financial reporting challenges hold your business back. Whether you need help preparing financial statements for audit, business funding, navigating complex regulations, or managing finances with accuracy, Geri Wood is here for you.

Are Your Financial Statements Meeting Stakeholder Expectations?

Your Questions Answered About Financial Reporting and Assurance Services

  • We provide meticulous reviews of your financial documents to ensure they meet reliability and compliance standards, building trust with stakeholders.

  • Compiled statements are simpler, offering basic insight, while audited statements involve a thorough review for accuracy and compliance.

  • Our firm specializes in financial services audit support, providing tailored solutions to meet the unique challenges of small businesses.

Explore Geri’s Insights on Financial Reporting Services in San Diego